Among active 13F managers last quarter, 6 opened and 8 added, while 8 reduced; the largest holder to move was Annex Advisory Services, LLC (−1.6%).
64 tracked 13F filers disclose a position in BBLU as of the latest SEC 13F filings, a combined $135.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 1.5M | $22.1M | ▲+25% Added · +302K sh | Q1 2026 | |
| 2 | Annex Advisory Services, LLC | 1.4M | $22.9M | ▼−1.6% Reduced · −22K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 1.1M | $16.0M | ▲+7.3% Added · +73K sh | Q1 2026 | |
| 4 | D.A. Davidson & Co. | 738K | $12.2M | ▲+48% Added · +238K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 637K | $9.4M | ▲+16% Added · +90K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 566K | $8.4M | ▲+33% Added · +141K sh | Q1 2026 | |
| 7 | Allworth Financial LP | 368K | $5.4M | ▼−2.5% Reduced · −10K sh | Q1 2026 | |
| 8 | LPL Financial LLC | 315K | $4.6M | ▲+6.8% Added · +20K sh | Q1 2026 | |
| 9 | Ameritas Advisory Services, LLC | 222K | $3.7M | ▲+281% Added · +164K sh | Q2 2026 | |
| 10 | MML Investors Services, LLC | 210K | $3.5M | ▲+26% Added · +44K sh | Q2 2026 | |
| 11 | Royal Bank Of Canada | 185K | $2.7M | ▲+11% Added · +18K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 168K | $2.5M | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 13 | Advisory Services Network, LLC | 142K | $2.1M | ▲New +142K sh | Q1 2026 | |
| 14 | Concurrent Investment Advisors, LLC | 133K | $2.2M | ▲+6.4% Added · +8K sh | Q2 2026 | |
| 15 | Arete Wealth Advisors, LLC | 108K | $1.8M | ▲+5.4% Added · +6K sh | Q2 2026 | |
| 16 | Synergy Asset Management, LLC | 80K | $1.3M | ▲New +80K sh | Q2 2026 | |
| 17 | Geneos Wealth Management Inc. | 71K | $1.2M | ▼−4.8% Reduced · −4K sh | Q2 2026 | |
| 18 | Dynamic Advisor Solutions LLC | 70K | $1.2M | ▼~0% Reduced · −20 sh | Q2 2026 | |
| 19 | Envision Financial Transparency, LLC | 58K | $965K | —Held | Q2 2026 | |
| 20 | GWN Securities Inc. | 57K | $939K | ▼−9.7% Reduced · −6K sh | Q2 2026 | |
| 21 | JPMorgan Chase & Co | 49K | $707K | ▲+20% Added · +8K sh | Q1 2026 | |
| 22 | Lifetime Wealth Management P.C. | 46K | $766K | ▼−46% Reduced · −39K sh | Q2 2026 | |
| 23 | American Trust | 46K | $765K | ▼−2.3% Reduced · −1K sh | Q2 2026 | |
| 24 | Mercer Global Advisors Inc | 45K | $669K | ▼−1.8% Reduced · −811 sh | Q1 2026 | |
| 25 | Kane Investment Management, Inc. | 42K | $687K | ▲+2.3% Added · +927 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in BBLU and 8 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 34 funds | $36.8B |
| Apple IncAAPL | 34 funds | $29.6B |
| Microsoft CorpMSFT | 34 funds | $25.3B |
| Amazon.com IncAMZN | 34 funds | $16.7B |
| Alphabet Inc-CL AGOOGL | 34 funds | $14.1B |
| Alphabet Inc-CL CGOOG | 33 funds | $9.5B |
| Eli Lilly & CoLLY | 33 funds | $7.0B |
| Applied Materials IncAMAT | 33 funds | $3.6B |
| Costco Wholesale CorpCOST | 33 funds | $3.4B |
| Vanguard S&P 500 ETFVOO | 33 funds | $1.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 33 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 33 funds | $1.3B |
Ranked by how many of BBLU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BBLU.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 291 funds | $2.2B |
| STRVmc | 124 funds | $381.3M |
| BSVOFUND | 123 funds | $2.1B |
| DRLLmc | 92 funds | $35.6M |
| QMOMmc | 65 funds | $196.3M |
| BBLUthis pagemc | 65 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BBLU
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BBLU/capital-change-brief"
Use Arkolith's capital_change_brief for BBLU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BBLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.